DT新材料·2026-02-12 16:04Core Viewpoint - The solid-state battery industry is advancing rapidly, with multiple companies outlining their technological paths and industrial plans for commercialization by 2026 and beyond [1][2][3]. Group 1: Company Developments - Geely has established three technological routes for solid-state batteries, focusing on polymer, sulfide, and halide composite solutions, with a goal to launch prototype vehicles by 2026 and achieve small-scale production by 2027 [1]. - Chery plans to produce a 0.5GWh pilot line and commence continuous production of 60Ah solid-state battery cells by 2026, with vehicle demonstration work starting in 2027 [2]. - China FAW has successfully developed a prototype of its Hongqi solid-state battery, achieving significant breakthroughs in key performance metrics [2]. - BYD is focusing on sulfide solid-state batteries, aiming for small-scale production by 2027, while Sunwoda has announced plans for mass production of solid-state batteries by the same year [2]. Group 2: Policy and Industry Standards - The development of national standards for solid-state batteries is underway, with a draft expected to be completed by December 2025 and formal publication planned for July 2026 [3]. - The Ministry of Industry and Information Technology emphasizes enhancing the self-controllable capabilities of the supply chain and accelerating breakthroughs in core technologies, including solid-state batteries [3]. Group 3: Industry Challenges and Future Outlook - Despite the promising outlook for solid-state batteries, challenges remain, including unclear material systems and engineering difficulties that could impact safety and lifespan [4]. - The industry is expected to evolve from semi-solid to small-scale and then to mid-to-high-end solid-state battery production between 2026 and 2030, with potential risks related to technology iteration and raw material supply [4].